Morgan Stanley
CISO

Morgan Stanley’s CISO Global CISO Stock Holding History

Morgan Stanley’s Portfolio CISO Stock Details CISO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-21
Closed -$7 – 8443
2026
Q1 		$7 Sell
21
-3,000
-99% -$1.22K ﹤0.01% 8226
2025
Q4 		$1.45K Hold
3,021
– – ﹤0.01% 7300
2025
Q3 		$3.17K Buy
3,021
+3,000
+14,286% +$3.17K ﹤0.01% 7200
2025
Q2 		$24 Hold
21
– – ﹤0.01% 7969
2025
Q1 		$9 Hold
21
– – ﹤0.01% 8012
2024
Q4 		$73 Hold
21
– – ﹤0.01% 7516
2024
Q3 		$15 Sell
21
-59
-74% -$31 ﹤0.01% 7840
2024
Q2 		$46 Buy
80
+20
+33% +$19 ﹤0.01% 7521
2024
Q1 		$73 Sell
60
-58
-49% -$88 ﹤0.01% 7407
2023
Q4 		$180 Sell
118
-316
-73% -$547 ﹤0.01% 7356
2023
Q3 		$910 Sell
434
-74
-15% -$196 ﹤0.01% 7247
2023
Q2 		$1.35K Sell
508
-1,730
-77% -$5.76K ﹤0.01% 7256
2023
Q1 		$11.3K Buy
2,238
+1,025
+85% +$16.7K ﹤0.01% 6839
2022
Q4 		$46.4K Sell
1,213
-322
-21% -$14.6K ﹤0.01% 6325
2022
Q3 		$67K Buy
1,535
+329
+27% +$15.4K ﹤0.01% 6263
2022
Q2 		$65K Buy
+1,206
New +$93.6K ﹤0.01% 6491

Other funds holding CISO

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley's CISO Position: Q2 2026 in Review

Morgan Stanley sold out of CISO Global (CISO) in Q2 2026, closing a stake of 21 shares — an estimated $7 sold.

Morgan Stanley first reported a position in CISO in Q2 2022 and held it in 16 quarters. The position peaked at $67K in Q3 2022. 17 funds tracked by Wall St. Rank hold CISO as of Q2 2026.

  • Morgan Stanley reported no remaining CISO Global position as of Q2 2026 after selling out during the quarter.
  • Morgan Stanley sold 21 CISO Global shares in Q2 2026, an estimated $7.
  • Morgan Stanley first reported a position in CISO Global in Q2 2022 and held it in 16 quarters.
  • Morgan Stanley's CISO Global position peaked at $67K in Q3 2022.
  • 17 funds tracked by Wall St. Rank held CISO Global as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.